+63.2%
KKR vs ROKU
+83.2%
-20.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -6.2% | -0.4% | -5.7% | -6.1% |
| 30D | -8.9% | +2.1% | -10.9% | -9.4% |
| 3M | +6.3% | +29.5% | -23.2% | -1.9% |
| 6M | +16.5% | +53.8% | -37.3% | +1.9% |
| YTD | -20.3% | +42.8% | -63.1% | -29.0% |
| 1Y | -29.8% | +60.7% | -90.5% | -39.9% |
| 3Y | +63.2% | +83.9% | -20.7% | +23.9% |
| All | +63.2% | +83.2% | -20.0% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ROKU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling